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Ionis Pharmaceuticals

363 hedge funds and large institutions have $7.27B invested in Ionis Pharmaceuticals in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 28

17% more funds holding

Funds holding: 310363 (+53)

15% more capital invested

Capital invested by funds: $6.35B → $7.27B (+$922M)

2.63% more ownership

Funds ownership: 97.49%100.12% (+2.6%)

5% more call options, than puts

Call options by funds: $34.6M | Put options by funds: $32.9M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 116

Holders
363
Holders Change
+53
Holders Change %
+17.1%
% of All Funds
5.29%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
85
Increased
108
Reduced
116
Closed
28
Calls
$34.6M
Puts
$32.9M
Net Calls
+$1.68M
Net Calls Change
-$6.88M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$47.6M +$1.91M +39,975 +4%
Millennium Management
27
Millennium Management
New York
$45M +$21.7M +453,202 +104%
CCM
28
Camber Capital Management
Massachusetts
$43.8M -$66.3M -1,385,000 -62%
Capital World Investors
29
Capital World Investors
California
$42.5M
Two Sigma Investments
30
Two Sigma Investments
New York
$40.5M +$15.6M +325,391 +68%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$39.3M +$8.27M +172,700 +29%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$39.2M +$5.31M +110,802 +17%
Northern Trust
33
Northern Trust
Illinois
$34.8M -$131K -2,738 -0.4%
Barclays
34
Barclays
United Kingdom
$32.6M +$237K +4,955 +0.8%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$32.4M +$666K +13,904 +2%
CS
36
Candriam SCA
Luxembourg
$31.8M +$3.83M +80,000 +15%
Wells Fargo
37
Wells Fargo
California
$30.1M -$1.13M -23,680 -4%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$25.8M +$6.53M +136,416 +37%
Nomura Holdings
39
Nomura Holdings
Japan
$24.7M +$1.43M +29,878 +7%
Axa
40
Axa
France
$23.5M -$807K -16,841 -3%
PA
41
Pinnacle Associates
New York
$23.2M -$194K -4,056 -0.9%
Bank of America
42
Bank of America
North Carolina
$23M -$3.88M -80,966 -15%
Goldman Sachs
43
Goldman Sachs
New York
$19.3M +$2.09M +43,555 +13%
GAM
44
Groupama Asset Management
France
$18.1M +$17.1M +357,036 New
FTM
45
First Turn Management
California
$18M +$17.1M +356,679 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$18M -$2.67M -55,719 -14%
BNP Paribas Asset Management
47
BNP Paribas Asset Management
France
$17.2M +$16.3M +339,667 New
EP
48
Eversept Partners
New York
$16.4M +$3.46M +72,208 +29%
N
49
Nuveen
North Carolina
$16.4M +$712K +14,862 +5%
SSA
50
Schonfeld Strategic Advisors
New York
$15.8M +$12.1M +251,726 +409%

IONS Hedge Fund Activity: Q4 2023 in Review

363 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ionis Pharmaceuticals (IONS) for Q4 2023, worth a combined $7.27B — up 15% from $6.35B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IONS positions and 28 closed out — a net gain of 57 holders — while 108 added to existing stakes and 116 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $137M. The largest seller was Deep Track Capital, cutting an estimated $75.9M.

  • 363 institutional investors held Ionis Pharmaceuticals (IONS) as of Q4 2023, up from 310 in Q3 2023.
  • Funds reported $7.27B of Ionis Pharmaceuticals stock for Q4 2023, up 15% quarter-over-quarter.
  • 85 funds opened new Ionis Pharmaceuticals positions in Q4 2023 and 28 closed out, a net change of +57 holders.
  • The largest Ionis Pharmaceuticals buyer in Q4 2023 was Wellington Management Group, an estimated $137M added.
  • The largest Ionis Pharmaceuticals seller in Q4 2023 was Deep Track Capital, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2023.